SUCCESSION
Founded in 2009, Succession is one of the UK’s largest privately owned wealth management businesses. Succession provides wealth management and financial planning services to individual and corporate clients across the UK through its network of acquired and member firms. It also operates its own open architecture platform, allowing a fully integrated wealth management process. The Inflexion investment will support management’s plan to pursue a consolidation strategy through a buy-and-build programme among its member firms. At the time of investment Succession employed over 110 people across the UK.
SUCCESSION
Social Links:
Industry:
Advice Consulting Financial Services FinTech
Founded:
2009-01-01
Address:
Plymouth, Plymouth, United Kingdom
Country:
United Kingdom
Website Url:
http://www.successionadvisoryservices.com
Total Employee:
501+
Status:
Active
Technology used in webpage:
Viewport Meta Domain Not Resolving SPF Content Delivery Network LetsEncrypt SSL By Default Font Awesome ReCAPTCHA Nginx Microsoft Exchange Online
Similar Organizations
Groupe Euodia
Groupe Euodia offers financial, real estate and wealth management advisory services.
Landsbref
Landsbréf. was founded in 2008 and is today one of the largest fund management company.
Pinnacle Wealth Management
Pinnacle Wealth Management specializes in wealth management and business advisory services.
Sprezzatura
Sprezzatura provides finance, operations, fundraising, and growth strategy to startups and new businesses.
Official Site Inspections
http://www.successionadvisoryservices.com Semrush global rank: 14.73 M Semrush visits lastest month: 37
- Host name: aec037177372cc6cd.awsglobalaccelerator.com
- IP address: 15.197.225.128
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Succession"
Succession Advisory Services
Welcome to Succession Advisory Services. We specialise in building and maintaining investment solutions for financial planners. We provide a comprehensive risk-controlled investment framework and tailored portfolio …See details»
Succession Advisory Services Ltd | LinkedIn
Succession Advisory Services Ltd | 369 followers on LinkedIn. Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners. | Offering Investment Matrix, …See details»
The Succession Model Portfolio Service
Model Portfolio Service. Our Model Portfolio Service (MPS) gives you access to professional portfolio management from our most trusted, long-standing partners.See details»
Succession Advisory Services - Products, Competitors, Financials ...
Rising Complexity in Businesses and Executive Hiring to Create Demand for Succession Advisory Services, Says Fact.MR. Dec 16, 2022 ~4.7% CAGR Key Takeaways from Market Study The …See details»
Succession Advisory Service - Craft
Succession Advisory Service is a company that provides financial and fund management services. It develops an investment platform providing access to alternative investment types …See details»
Home - Succession Advisors
An endeavor by Succession Advisors to equip individuals, families, and organizations with the tools they need to ensure sustained prosperity. Recognizing the weight of responsibility that comes with wealth stewardship …See details»
Regulatory Disclosure 2024
Regulatory Disclosure 2024 1. Summary 1.1 Regulatory Framework. The Financial Conduct Authority (FCA)’s regulatory framework for governing the amount and nature of capital that …See details»
Succession Advisory Services - Overview, News & Similar
Www.successionadvisoryservices.com. Revenue $27 Million. Industry Finance General Finance . Recent News & Media. No recent news or media. Overview ; Similar Companies ; Who is …See details»
Succession Advisory Services - Company Profile - Tracxn
Nov 30, 2024 Succession Advisory Services - Provider of investment advisory services. Acquired by Inflexion. Raised a total funding of $36.2M over 1 round from 2 investors. …See details»
Succession Advisory Services Ltd Management
Successionadvisoryservices.com; View Similar People. Related Companies Atomico. 154 $5.6m TrueLayer. 436 $16.8m Moneybox. 392 $25m Lombard International Group. 616 $124.3m …See details»
Succession Advisory Services - The Wealth Mosaic
Www.successionadvisoryservices.com. Connect with Succession Advisory Services. Business introduction The principals of Succession Advisory Service ("Succession" ) are experienced …See details»
Succession Advisory Services Ltd - Company Profile and News
Company profile page for Succession Advisory Services Ltd including stock price, company news, executives, board members, and contact informationSee details»
successionadvisoryservices.com Reviews | scam or legit check
Check successionadvisoryservices.com with our free review tool and find out if successionadvisoryservices.com is legit and reliable. Need advice? Report scams Check …See details»
SUCCESSION ADVISORY SERVICES LIMITED
SUCCESSION ADVISORY SERVICES LIMITED - Free company information from Companies House including registered office address, filing history, accounts, annual return, officers, …See details»
Cookies message
Cookies message. We use cookies to make this site simpler, monitor and analyse traffic to help inform and improve your browsing experience on our website.See details»
Is Succession Advisory Services a regulated and safe provider?
Jan 24, 2025 See how Succession Advisory Services is regulated and why BrokerChooser experts consider it a trusted financial services provider.See details»
Succession Management | Odgers
At Odgers Berndtson, we simplify this process by providing customized succession management and leadership development strategies designed to cater to your organization’s unique needs. …See details»
Family Legacy - Succession Advisors
Family Legacy Planning Integrating your trust and estate planning with family purpose, next generation stewardship, and governance practices means your wealth is preserved today …See details»
Terms of Use - successionadvisoryservices.com
These terms, together with the documents referred to in them, set out the terms on which you use our website, www.successionadvisoryservices.com (“our site”). Use of our site includes, …See details»
Succession Planning Best Practices: A Round-Up from Top Experts
Flexibility in the succession plan allows the organization to adapt to unexpected changes in leadership needs without significant disruptions. The ability to be nimble and adapt as you go …See details»